Job Description
Job Description
High quality support position for a Woodlands area Financial Services company to include essential business tasks related to seminars, client relationships - development and retention, scheduling, and other core functions. Promote corporate image by representing the firm internally and externally. Liaison between leadership, key partners, and clients. Will be cross trained to provide support services for other departments whenever business needs arise.
Job Duties:
·Arranging and attending corporate functions such as seminars and client events. Includes, but not limited to, venue research, procurement, budgetary management, mail fulfillment, overseeing RSVP’s, tracking attendance, communications with guests both pre and post event, preparing materials, set up and take down, and any other tasks as required.
·Handle scheduling and appointments with attentiveness and organization. Special focus on appointments to ensure that only high-quality and well-prepared sales opportunities are scheduled.
·Assist with drafting and reviewing business correspondence.
·Assist with the design, production and distribution of digital & printed presentations. Includes but is not limited to formal proposals of products and services, renewal analysis and annual review packets, enrollment kits, and corporate newsletters.
·Maintain good organization of client records. Prompt fulfillment of CRM updates (Redtail) for account data, sales follow up, action items, and reporting. This also includes accurate and timely appointment statistics reports, Seminar Activity reports, and any other metrics/analytics necessary to help drive success for our business.
·Help with key decisions by conducting research, market studies, fact finding, and providing precedents upon request by management.
·Help to complete projects and special assignments by establishing objectives; determining priorities, managing time; gaining cooperation of others; monitoring progress; and problem-solving.
·Enhance the firm’s reputation through professionalism and courtesy to both partners and clients online, on the phone, or during face-to-face meetings, and in all written communications.
·Client Advocate –Interacting with customers regarding concerns and questions and working closely to help the company understand the entire customer experience and improve it.
Required Job Skills: Organization, Detail Oriented, Prompt and Accurate Responsiveness, Professionalism, Caring Client Relations, Written and Verbal Communication, Time Management, Record Keeping, Creativity, Self-Confidence, Collaboration, Presentation, and Maintaining Professional Relationships.
Required Technical Skills: Proficient with Microsoft Word, PowerPoint, Excel, and Outlook
Preferred Experience: Minimum 3 years in a previous role with similar job requirements, preferably with event coordinating for executive tier events and direct interaction with clients/prospects in a support position. Familiarity with working in and maintaining client records using CRM software and Microsoft365.
Company DescriptionOur Goal is to "Partner" with you in helping you identify the right next step in your career. This is done through...Knowledge and Experience, Strong Relationships and Commitment. Our results driven approach enables you to maximize potential and reach new heights!
Company Description
Our Goal is to "Partner" with you in helping you identify the right next step in your career. This is done through...Knowledge and Experience, Strong Relationships and Commitment. Our results driven approach enables you to maximize potential and reach new heights!